Job responsibilities
- Serve as the Customer’s primary healthcare payments business contact to help facilitate regular business activities that are both strategic and operational, deigned to promote value to ensure client satisfaction.
- Identify and build strategic relationships with operational and executive staff within your assigned accounts to ensure the highest levels of efficient interaction.
- Partner with JP Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business.
- Support Business Development activities which contribute to the achievement of the annual revenue plan including execution of regular Strategic Business Reviews, Strategic Account Plans, Customer Governance Calls and Solution Demonstrations.
- Identify upsell and new solution expansion opportunities within payments, banking and treasury to ensure revenue growth, and provide referrals as appropriate across the firm.
- Promotes adoption of InstaMed’s solutions across your territory by identifying or promoting opportunities where InstaMed can offer value.
- Identify possible risk areas that could impact customer retention or damage the customer relationship and appropriately communicate and escalate internally in a timely and effective manner.
- Serve as a customer escalation point and help coordinate internal activities across various departments that result in a successful resolution for the customer.
- Prepare, deliver and execute customer Orders, Contracts, and Renewals to support retention and growth.
- Maintain and practice good Salesforce hygiene as it relates to customer account information and sales opportunities and pipeline. Maintain accurate and timely documentation of all activities relevant to the position.
- Demonstrate a thorough understanding of InstaMed solutions, products and processes.
Required qualifications, capabilities, and skills
- 5 + years of professional work experience in a customer facing role.
- 3+ years of professional work experience in healthcare technology
- Display excellent people skills and ability to build relationships with customers and cross functional departments.
- Demonstrates sound judgment in setting customer expectations and managing sensitive customer situations.
- Influence without direct authority.
- Ensures a learned understanding of InstaMed’s solution suite and articulate our value proposition.
- Displays strong analytical and problem-solving skills.
- Proficient with building and delivering customer presentations, decks, and executive level summary notes and action items
- Exhibits ability to be detail oriented and comfortable with researching and following written instructions to ensure necessary operational tasks associated with this role are completed timely and accurately.
- Proficiency in Excel, PowerPoint, and Salesforce Lightening.
Preferred qualifications, capabilities, and skills
- Working knowledge of InstaMed solutions and processes.
- Prior work experience in healthcare payment processing.
- Bachelor’s Degree or higher.
- Demonstrated knowledge of healthcare patient accounting systems / practice management systems i.e. Epic, NextGen, Meditech, Greenway, Cerner, etc.
- Proficient knowledge of healthcare revenue cycle.
- Experience with analytics tools and reporting using such tools as Salesforce reporting and Einstein Analytics.